James Hunt (CRD# 5235325) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 15 years of experience in the finance industry.
CRD# 6147027
Esi Financial Advisors
CRD# 5131861
Stifel, Nicolaus & Company, Incorporated
CRD# 5824377
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Barre, VT | Oct 2023 - Current | < 1 |
The Vermont Agency | Colchester, VT | May 2019 - Oct 2023 | 4 |
Equity Services Inc. | Montpelier, VT | Jan 2019 - Oct 2023 | 4 |
Maffe Financial Group | Glastonbury, CT | Jan 2019 - May 2019 | < 1 |
National Life Group | Montpelier, VT | Mar 2017 - Dec 2018 | 1 |
Equity Services, Inc. | Montpelier, VT | Mar 2017 - Dec 2018 | 1 |
Morgan Stanley | Fairfield, CT | Aug 2015 - Dec 2017 | 2 |
Morgan Stanley Private Bank, National Association | New York, NY | Dec 2015 - Mar 2017 | 1 |
Fairfield United Soccer Association | Fairfield, CT | Mar 2006 - Mar 2017 | 11 |
Equity Services, Inc. | Montpelier, VT | Oct 2013 - Aug 2015 | 1 |
National Life Group | Montpelier, VT | Oct 2013 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2008 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- TX
- VT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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